EMXFiShares ESG Advanced MSCI EM ETF
EMXF Fund Description
EMXF tracks a market-cap-weighted index of large- and midcap equities in emerging markets, screened for positive ESG rating while also screening for involvement in controversial activities.
EMXF Factset Analytics Insight
EMXF is passively managed to invest in emerging markets equities with above average ESG ratings relative to its sector peers. The underlying index starts with the MSCI Emerging Markets Index (the parent) and excludes companies engaged in controversial activities like nuclear weapons, genetic engineering, palm oil, private prisons and predatory lending. Firms in the energy sector per GICS methodology, including those involved in fossil fuels, reserve ownership, related revenues and power generation are also excluded - with the exception of firms having bulk of their revenues tied to alternative/renewable energy. The remaining companies are ranked based on a sector-specific ESG key issues (e.g. carbon emissions) selection and weighting model, only those with above average scores (BBB and up) are selected. The market-cap-weighted index excludes small cap firms, and during its quarterly review, limits each issuer at 5% cap.
EMXF MSCI ESG Analytics Insight
iShares ESG Advanced MSCI EM ETF has an MSCI ESG Fund Rating of AA based on a score of 7.78 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares ESG Advanced MSCI EM ETF ranks in the 83th percentile within its peer group and in the 98th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EMXF Summary Data
EMXF Portfolio Data
EMXF Index Data
EMXF Portfolio Management
EMXF Tax Exposures
EMXF Fund Structure
EMXF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EMXF. EMXF is rated a 4 out of 5.
EMXF Sector/Industry Breakdown
EMXF Top 10 Holdings[View All]
EMXF Economic Development
EMXF Performance Statistics
EMXF MSCI ESG Ratings
EMXF Benchmark Comparison Summary
EMXF Benchmark Comparison Market Cap Size